A calm practice front office desk with green folders and a closed laptop, an armchair in the room beyond

Today's desk

June Calder · about 10 minutes · work the red ones first.

4 to fix · 5 coming up

Needs you (4)

Ellis Quinn · Northwind Plan

FIX

Still open: Work history, Signature page. Follow-up date typed as Oct 2 2026.

Last note: Left a note on their portal that the work history is still open.

Open on the grid

Ned Arlo license line

FIX

License line says Needs a look. Expiry was left blank. WM-FAKE-4402. Check the board's own site. This desk does not open it.

Looked at the board site on Oct 16. The status on that screen did not match Active. I did not guess why.

Open the roster

Theo Brant · Harborline Benefits

FIX

Still open: Degree copy. Follow-up date typed as Oct 11 2026.

Last note: Degree copy was not in the packet I uploaded on their portal.

Open on the grid

Willa Voss has a note held for June

FIX

Held for you. The Northwind file has a question about an old license action. June is the only one who talks about that.

Willa Voss, LPC

Open Watchtower

Coming up

Ned Arlo · Harborline Benefits

WATCH

Re-approval date is blank.

No note on this line.

Open on the grid

Ned Arlo · Kinship Plan

WATCH

Follow-up date typed as Oct 20 2026.

Last note: They said the file is in review.

Open on the grid

Theo Brant · Northwind Plan

WATCH

Re-approval date typed as Dec 1 2026.

No note on this line.

Open on the grid

Theo Brant license line

WATCH

Expiry typed as Nov 20 2026. That sits inside the 60-day flag June set.

WM-FAKE-4404

Open the roster

Willa Voss · Northwind Plan

WATCH

Re-approval date typed as Nov 2 2026.

No note on this line.

Open on the grid

In progress

Ellis Quinn · Harborline Benefits

WATCH

Marked submitted on Sep 28 2026.

Last note: Filed on their portal. Waiting on them.

Open on the grid

Ellis Quinn · Kinship Plan

WATCH

Still open: Degree copy, Work history, Malpractice face sheet, W-9, Practice location page, Signature page.

No note on this line.

Open on the grid

Ned Arlo · Northwind Plan

WATCH

Still open: Malpractice face sheet, W-9.

Last note: Asked Ned for the face sheet.

Open on the grid

Theo Brant · Kinship Plan

WATCH

Still open: NPI matches the roster, Degree copy, Work history, Malpractice face sheet, W-9, Practice location page, Signature page.

No note on this line.

Open on the grid

Willa Voss · Cedar Row Benefits

WATCH

Marked submitted on Oct 1 2026.

No note on this line.

Open on the grid

Willa Voss · Harborline Benefits

WATCH

Still open: Practice location page, Signature page.

No note on this line.

Open on the grid

Not started

Ned Arlo · Cedar Row Benefits
Willa Voss · Kinship Plan

Approved, outside the flag

Ellis Quinn · Cedar Row Benefits
Theo Brant · Cedar Row Benefits

DESK RULES

Portals. File an application on the insurer's own site. Look up a license on the board's own site. This desk does not open either one.

Drafts. Email and call scripts stay here until you copy them. Nothing is sent.

Dates. Re-approval flag is 45 days. License flag is 60 days. June set these. A blank date stays blank.

Privacy. No patient info here. This desk keeps no SSN, no DEA number, no ID images and no portal passwords; it keeps the expiry date and "on file at practice".

Watchtower. Alerts read this file only. A change means someone typed a new status here, or a check compared the lines already saved.